Linda Read
Linda Read is a CFP-designated registered investment advisor at LPL Financial LLC, based in Tampa, FL, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3030 N Rocky Point Dr W, Ste 150, Tampa, FL, 33607-7200
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2012Other Business ActivitiesSells Insurance
Linda operates Read Wealth Management as a DBA for her LPL business, dedicating about a quarter of her time to it. She also spends minimal time on Read Insurance Management and serves as a board member at HCA Florida Trinity Hospital.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Mony Securities CORP.Broker
The Mutual Life Insurance Company of New YorkBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.